Portfolio Tool

Advisor fees in Portfolio

It is possible to set up fees for your portfolio.

1. Select a portfolio in the left frame
2. Click on Set up / Calculations

Advisor fees in Portfolio — Select a portfolio in the left frame 2.

3. Fees can be entered in the Fees section.

Advisor fees in Portfolio — Fees can be entered in the Fees section.

If you would like to include fees into results it is necessarily to do it for each program separately. Please see Calculate net returns / Include fees into results for more information.

See also:
Advisor fees in Program

Continue your fund reporting workflow

This feature supports structured portfolio composition reporting in fund factsheets. Continue with Update and import portfolio composition and Fund factsheet production software.